TRDFX Mutual Fund

TRDFX Mutual Fund (Steward Values Enhanced Small-Mid Cap Fund Class A) is managed by Crossmark Steward Funds with $37.1M in net assets. TRDFX expense ratio is 0.83%, holding 842 positions across sectors including Information Technology, Industrials, Financials. Inception date: 1952-01-31.

TRDFX performance shows a YTD return of 15.62%. The 1-year return is 23.33% and the 5-year return is 7.11%. TRDFX dividend yield stands at 7.59%, paid annually.

TRDFX top holdings include Rb Global, Inc (0.5%), Flex Ltd (0.5%), Borgwarner Inc. (0.4%), Cnh Industrial Nv (0.4%), Alcoa Corp (0.4%). Go to all TRDFX holdings, TRDFX sectors, or TRDFX dividends.

TRDFX can be compared against other funds. Use TRDFX overlap to find shared positions, or TRDFX vs another fund for a side-by-side view. TRDFX alternatives are available via the screener, along with tax-loss harvesting opportunities.